EXCLUSIVE: Why TEMA ETF Is Buying China’s Memory Champion Without Selling Micron
CXMT's blockbuster IPO sparked fears of rising Chinese competition across the memory industry. But Tema ETFs CIO Yuri Khodjamirian tells Benzinga investors are overlooking a crucial distinction between commodity DRAM and high-bandwidth memory, where Micron, SK Hynix and Samsung still hold a formidable technological edge.
A new Chinese memory chip company went public, but an expert explains that American companies like Micron still lead in the most advanced chips—so investors don't have to worry about one company beating all the others.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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